Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 3,128 institutions that hold shares in the stock, with a total of 2.24 Billion shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
503
shares
|
$41,960
0.01% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
500
shares
|
$41,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
484
shares
|
$40,375
0.02% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
482
shares
|
$40,208
0.01% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
480
shares
|
$40,041
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
477
shares
|
$39,791
0.01% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
450
shares
|
$37,539
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
448
shares
|
$37,372
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
446
shares
|
$37,205
0.01% of portfolio
|
Q3 2025
Added 52.22%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
441
shares
|
$36,788
0.01% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
440
shares
|
$36,704
0.02% of portfolio
|
Q1 2023
Reduced 36.51%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
440
shares
|
$36,704
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
438
shares
|
$36,537
0.01% of portfolio
|
Q3 2025
Added 36.88%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
437
shares
|
$36,454
0.02% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
436
shares
|
$36,371
0.02% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
435
shares
|
$36,287
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
424
shares
|
$35,370
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
419
shares
|
$34,952
0.02% of portfolio
|
Q4 2025
Reduced 10.09%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
404
shares
|
$33,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
402
shares
|
$33,534
0.01% of portfolio
|
Q3 2025
Reduced 25.14%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
400
shares
|
$33,368
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
399
shares
|
$33,284
0.01% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
398
shares
|
$33,201
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
396
shares
|
$33,034
0.01% of portfolio
|
Q2 2025
Added 41.43%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
387
shares
|
$32,283
0.01% of portfolio
|
Q2 2025
New holding
|
|